This report displays the payment review dates for members of the selected scheme.
Note:
When the Payment Review Date report is extracted, the system will find the Notation records with a Note Type Code of LIVING ANNUITY and a Document Type of PAYMENT REVIEW and a Follow-up Date equal to the Payment Review Date for each Membership. The text for these notes will be included the report if found.
From the Reports menu, select Payment Review Date from the sub-menu on the left. The Review Date screen will be displayed.
The following columns are displayed:
- Scheme code
- Effective date
- Reference number
- Surname
- Initials
- Name
- Date of birth
- Annuity amount
- Review date
- Annuity status
- Note
The following fields are available as search criteria:
- Review date start period
- Review date end period